Beta Wealth Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Beta Wealth Group’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Hold	2,948	–	–	0.1%	107
2026 Q1	$261K	Hold	2,948	–	–	0.11%	105
2025 Q4	$270K	Hold	2,948	–	–	0.11%	107
2025 Q3	$264K	Hold	2,948	–	–	0.1%	109
2025 Q2	$266K	Hold	2,948	–	–	0.1%	94
2025 Q1	$245K	Hold	2,948	–	–	0.09%	94
2024 Q4	$236K	Sell	2,948 -30	-1%	-$2.52K	0.1%	100
2024 Q3	$263K	Hold	2,978	–	–	0.12%	93
2024 Q2	$242K	Sell	2,978 -46	-2%	-$3.69K	0.11%	93
2024 Q1	$247K	Sell	3,024 -1,614	-35%	-$129K	0.12%	92
2023 Q4	$368K	Sell	4,638 -179	-4%	-$13.2K	0.19%	79
2023 Q3	$344K	Hold	4,817	–	–	0.2%	81
2023 Q2	$362K	Sell	4,817 -348	-7%	-$26.2K	0.21%	75
2023 Q1	$381K	Sell	5,165 -430	-8%	-$31.1K	0.22%	70
2022 Q4	$390K	Buy	+5,595	New	+$377K	0.26%	67

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beta Wealth Group's VIGI Position: Q2 2026 in Review

Beta Wealth Group held its Vanguard International Dividend Appreciation ETF (VIGI) position steady in Q2 2026 at 2,948 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #107.

Beta Wealth Group first reported a position in VIGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q4 2022. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

Beta Wealth Group held 2,948 shares of Vanguard International Dividend Appreciation ETF worth $275K as of Q2 2026.
Beta Wealth Group left its Vanguard International Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard International Dividend Appreciation ETF made up 0.1% of Beta Wealth Group's portfolio in Q2 2026, its #107 holding.
Beta Wealth Group first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Beta Wealth Group's Vanguard International Dividend Appreciation ETF position peaked at $390K in Q4 2022.
606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.